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FSLY's Q2 earnings top estimates and 23% revenue growth, powered by security and AI demand, prompt a higher 2026 outlook as margins hit a record.

Fastly (FSLY) delivered earnings and revenue surprises of +114.29% and +5.34%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Edge cloud platform Fastly (NASDAQ:FSLY) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 23.3% year on year to $183.3 million. On top of that, next quarter’s revenue guidance ($187 million at the midpoint) was surprisingly good and 3.9% above what analysts were expecting. Its non-GAAP profit of $0.15 per share was significantly above analysts’ consensus estimates.

Fastly joins DIMPACT to improve digital emissions measurement, helping customers cut environmental impact while strengthening its global edge cloud strategy.

Fastly (FSLY) is back in focus after quarterly revenue of $173 million and raised full year guidance exceeded analyst expectations, even as the stock has fallen 35.8% since the earnings release. See our latest analysis for Fastly. Over the past year, Fastly’s share price return has been volatile, with a 7 day share price gain of 8.05% and a 1 day decline of 3.64% following strong earnings. The 1 year total shareholder return of 191.95% and 3 year total shareholder return of 11.94% point to...

Shares of edge cloud platform Fastly (NASDAQ:FSLY) jumped 7.5% in the afternoon session after the United States and Iran agreed to halt their tit-for-tat military exchanges, easing fears of a wider Middle East conflict that had rattled markets over the weekend.

The internet infrastructure firm just landed a historic AI deal, but investors should look past the short-term excitement to its long-term portfolio fit.

Wondering if Fastly at around US$20.77 is still offering value after a strong run, or if the easy money has already been made? This article focuses squarely on what the current price might imply. The stock has had a mixed ride recently, rising 18.0% over the past week and 103.8% year to date, even though it is down 26.0% over the past month and still lower by 63.0% over five years. The 1 year return sits at 169.0%. Recent headlines have focused on Fastly's position in edge computing and...

FSLY and NET emerge as key beneficiaries of the AI-driven Internet infrastructure boom, but their growth strategies, scale advantages and valuation profiles present very different opportunities.

Fastly's Other revenues soar 67% to $8M in 2026 as edge Compute gains from rising AI workloads and LLM-ready features.

Fastly delivers edge cloud infrastructure and security solutions for enterprises across digital publishing, retail, and financial services.

Fastly's Q1 revenues increase 20% to a record $173M as edge cloud, security and compute demand surge, while 2026 guidance points to mid-teens growth.

Fastly (FSLY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Investing.com -- Fastly was under the investors’ spotlight on Friday after Wall Street analysts turned bullish on the stock.

The stock market hit fresh highs as crude oil prices tumbled below $100 on Iran hopes. Earnings were mostly strong, though there were big losers too

Shares of Fastly (NYSE:FSLY) just earned a strong endorsement from Raymond James, which upgraded the edge cloud platform to Outperform from Market Perform with a $23 price target. The call lands in the wake of a 38% one-day decline that followed an in-line quarter, making this a clearly contrarian view. Raymond James argues the market ... Raymond James Just Upgraded Fastly to Outperform: AI Traffic Inflection Powers $23 Price Target

Fastly shares fall even as first-quarter earnings beat expectations. AI agentic traffic revenue is the key.

Fastly Inc. (NASDAQ:FSLY) is one of the 10 Stocks Turning Heads With Double-Digit Gains. Fastly grew its share prices by 17.72 percent on Tuesday to close at $32.36 apiece, as investors loaded portfolios ahead of the results of its first quarter earnings performance, which came shortly after market close. Earlier, the company announced targets of […]

Fastly, Inc. (NASDAQ:FSLY) is one of the 10 Best Edge Computing Stocks to Buy Right Now. On April 14, 2026, Evercore ISI initiated coverage of Fastly, Inc. (NASDAQ:FSLY) with an Outperform rating and a $32 price target. The firm said the company’s narrative has shifted in 2026 from slowing, delivery-driven growth and profitability concerns to […]

Fabrinet's robust revenue growth and structural advantages contrast with Fastly's traffic-dependent, less predictable model.

Fastly Inc. (NASDAQ:FSLY) is one of the 10 Stocks Racking Up Monster Gains. Fastly snapped a three-day losing streak on Monday, surging 8.59 percent to close at $25.80 apiece, as investors repositioned portfolios ahead of the results of its first-quarter earnings performance. In a notice to investors, Fastly Inc. (NASDAQ:FSLY) said that it would release […]

Enterprise digital transformation remains the primary driver of demand for public and hybrid cloud services. Companies continue shifting workloads to the cloud, and AI‑driven infrastructure spending has added another layer of momentum. The profit engine behind software, IT services, and cloud platforms has expanded meaningfully over the past few years as that migration continues. The ... 3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026